CAPTRUST Financial Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $45K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $22K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $42K | Buy |
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